Professionally Managed Portfolios.
Private Client Asset Management's carefully considered investment philosophy and investment process form the cornerstone of our investment planning offering. Our investment philosophy is “mindful of the people that we serve and grounded in independent, rational thinking, in diversification and in long-term value creation.”
Chief Investment Officer
Director Private Client Holdings
B.Com Hons (FAPM) (Tax) CA(SA) LLM
A Chartered Accountant with an Honours degree in Taxation and a Masters degree in Commercial Law, Grant has investment qualifications from the Securities Institute (London) and a B.Com Honours degree in Financial Analysis and Portfolio Management from the Graduate School of Business.
Grant is responsible for Asset Management and is the Chairman of our Investment Committee. With over three decades of active involvement in financial services and investments, Grant has a wealth of experience in all areas of portfolio management, tax and estate planning.
Leith Wimble, CFA
B. Bus Sc Finance, B.Com Hons Economics, M.Com Tax
CA(SA), CFA® charterholder, CFA Institute.
Leith has more than 15 years’ experience working in the investment management industry. He initially joined the UBS European Equity Research Team in London before furthering his sell-side career in Cape Town. Leith later joined an institutional asset manager as a buy-side investment analyst with a focus on South African equities, whereafter he progressed to become a fund manager.
Leith’s responsibilities included portfolio management, international equity research, valuations, and investment process management
James Worthington-Fitnum, CFA
B.Com Investment Management, Hons in Financial Analysis
CFA® charterholder, CFA Institute.
B.Com Hons Financial Analysis and Portfolio Management,
BSc Hons, Ocean & Atmospheric Science
James cut his teeth as an intern in the private equity space before joining Private Client Asset Management in January 2020. His exuberance and eagerness to learn has made him a valued member of the team. James is responsible for the administration of local and offshore segregated portfolios. He also manages the Smart Beta Tracker portfolios, the local and offshore carve-out portfolios, and assists with Equity Research and performance measurement for personal share portfolios.
Amy joined Private Client Holdings in 2018, initially as an internal consultant and in 2022, she moved into an Analyst role in Private
Client Asset Management’s Multi-Manager division. Given Amy’s diverse academic background and ESG interests, she is assisting with the expansion of Private Client Asset Management’s ESG offering and solutions. As part of her continued dedication to the investment profession, she completed CFA Level I.
Professional Business Management, ICESA, Registered Securities Trader, JSE
Mark started his finance career in 1990 with Standard Bank where he worked in the securities department. He later opened the regional stockbroking arm of Standard Bank, Standard Equities, which was where his love for stock markets began. He joined Private Client Holdings in September 2002 as a wealth manager and soon segued to managing and administering Private Client Holdings’ segregated share portfolios. Mark currently oversees all administrative procedures and is responsible for all trading for segregated share portfolios. He is a Registered Securities Trader.
Nausheen started her career as an accredited financial planner specialising in investment and risk management. She joined Private Client Asset Management in July 2022 as a Portfolio Administrator. As part of her continued dedication and passion for finance, she is currently pursuing her Honours degree in Finance at the University of the Western Cape.
B.Com Hons in Financial Management
Hlobo started his career as a Financial Advisor at Old Mutual. He then moved into fund administration working at Apex Fund Services where he gained valuable exposure to assisting Fund Managers with NAV production, reporting and fund administration. Hlobo developed a keen interest in Investment & Portfolio Management when he specialised in Investment Management and Derivatives & Risk Management for his Honours. Hlobo currently focuses on the PCAM Smart Beta Tracker portfolios, providing market insights, developing deviation reports and editing PCH Perspectives monthly market review. Hlobo is a CFA Program candidate, CFA Institute. Completed Level 1 in 2023.
PCAM Investment Committee
(Left to right)
Grant Alexander CA(SA) LLM (Chairman), Warren Buys, CFA CFP®, Mark MacSymon CFP®, Andrew Ratcliffe CFP®, Leith Wimble, CFA